WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.79B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,393
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$68.2M
3
+$33.3M
4
NSC icon
Norfolk Southern
NSC
+$24.3M
5
MA icon
Mastercard
MA
+$16.9M

Top Sells

1
+$17M
2
+$16.1M
3
+$14.7M
4
BAC icon
Bank of America
BAC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$10.7M

Sector Composition

1 Technology 6.74%
2 Industrials 5.77%
3 Real Estate 3.75%
4 Financials 3.12%
5 Consumer Discretionary 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
+617
927
$4K ﹤0.01%
65
-2,988
928
$4K ﹤0.01%
22,575
929
$3K ﹤0.01%
+4
930
$3K ﹤0.01%
63
931
$3K ﹤0.01%
+2,200
932
$3K ﹤0.01%
+93
933
$3K ﹤0.01%
5,800
-180,000
934
$3K ﹤0.01%
10,000
935
$2K ﹤0.01%
+200
936
$2K ﹤0.01%
977
-6,223
937
$2K ﹤0.01%
42,768
938
$1K ﹤0.01%
+400
939
– –
0
940
$1K ﹤0.01%
+106
941
$1K ﹤0.01%
119
942
$1K ﹤0.01%
11,363
+9,893
943
$1K ﹤0.01%
200
-100,309
944
– –
-15,324
945
– –
0
946
– –
-20,000
947
– –
0
948
– –
-65,000
949
– –
-21,287
950
– –
-50,000
36 37
38
39 40